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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $520,029 | $181,896+185.9% | $156,551+232.2% | $273,972+89.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 6.39% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $11,751 | $6,248+88.1% | $5,501+113.6% | $4,869+141.3% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $713 | $15,560-95.4% | $13,028-94.5% | $10,133-93.0% |